What services does EdgePoint Financial provide?

EdgePoint Financial offers bookkeeping, transaction management, financial reporting, dashboards, compliance and tax support, cloud integration, automation, and specialized financial advisory. Services are designed to help growth-focused businesses streamline operations, stay compliant, and scale with confidence.

Who are EdgePoint Financial’s ideal customers?

Our core clients include growth-stage business owners ($1–5M revenue) and established business executives ($5–15M revenue) in the US and Australia. We serve agencies, consultancies, e-commerce, construction, professional services, manufacturing, and more, with tailored solutions for each1.

How does EdgePoint Financial ensure data security and confidentiality?

EdgePoint Financial uses industry-standard encryption protocols, strict access controls, and cloud platforms that meet international compliance standards. Regular audits and security updates protect sensitive financial information at every stage of engagement.

What bookkeeping and financial software do you use?

We work with leading cloud accounting solutions such as Xero, QuickBooks Online, MYOB, and integrate with ERP, HRIS, and e-commerce platforms to automate workflows and maximize accuracy. We guide clients through digital onboarding for all necessary software and integrations.

Do you support payroll and BAS/GST compliance for Australian clients?

Yes, we provide full BAS, GST, and payroll compliance for Australian businesses, ensuring timely submissions and minimizing risk of penalties. Our team is well-versed in current Australian tax laws and can collaborate closely with your CPA or tax advisor.

How does onboarding with EdgePoint Financial work?

Onboarding starts with a free financial health assessment and a tailored consultation to identify your needs. We offer digital onboarding, seamless migration of financial data, personalized account setup, and a dedicated account manager to ensure smooth transition and rapid setup.

What are your pricing models?

EdgePoint Financial uses tiered, transparent pricing based on your business's revenue, transaction volume, and service complexity. Packages are tailored for startups, scaling companies, and larger enterprises, and always include clear cost breakdowns with no hidden fees.

What makes EdgePoint Financial different from other bookkeeping firms?

• Tech-driven, cloud-first approach

• Dedicated account managers for proactive support

• Advisory expertise for scaling businesses

• Focus on rapid implementation and client-first communication

• Solutions optimized for both US and Australian compliance requirements

How often will I receive reports and financial updates?

Clients receive monthly financial statements, regular dashboard updates, and real-time access to key performance indicators (KPIs), cash flow, and expense tracking. Quarterly review meetings and on-demand advisory sessions are also available.

Can you help with financial strategy?

Yes. Our advisory team supports clients with forecasting, scenario planning, fundraising preparation, multi-entity management, and strategic guidance for acquisitions, succession, or exits.

How do I contact support, and what are your response times?

Support is available via email, phone, and our secure client portal, typically Monday through Friday, 8AM to 6PM local time. Most queries receive a response within one business day. Urgent support for compliance and payroll matters is prioritized.

How does EdgePoint Financial stay current with regulations?

We invest in ongoing staff training, maintain memberships in industry organizations, and use automated compliance alerts. This ensures our advice and filings are aligned with the latest regulatory changes in both the United States and Australia.

Can EdgePoint Financial grow with my business?

Absolutely. Our solutions are designed to scale as your business expands, adding advanced analytics, multi-entity support, and more sophisticated advisory as your needs evolve.

What results can I expect?

Our clients consistently report clearer financial visibility, time savings, improved compliance, and reduced stress around bookkeeping and reporting. We help clients make better decisions and free up time to focus on growth.